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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $30,940 |
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,536 | $73,532-69.4% | $178,505-87.4% | $74,478-69.7% |
| Participation rate | 23.6% | 66.6%-43.0pp | 77.1%-53.6pp | 67.2%-43.7pp |
| Annual return | -14.67% | 17.49%-32.2pp | 27.16%-41.8pp | 1370.56%-1385.2pp |
| Employer contribution / active EE | $1,237 | $2,221-44.3% | $3,955-68.7% | $2,626-52.9% |
| Participant deferral / active EE | $2,386 | $4,519-47.2% | $6,280-62.0% | $4,350-45.2% |
| Admin fee / account holder | $323 | $1,813-82.2% | $10,428-96.9% | $1,946-83.4% |